At the 2024 CDM and CDO AGM Investor Briefing, Chairman Karl Siegling starts by giving an update on CDM and CDO’s past and current years performance, the composition of the CDM and CDO portfolios and some important market trends. Karl Siegling and Chris Garrard then discuss in detail some investments, namely Evolution Mining, Westgold Resources, Meta Platforms, Netflix and Block. Karl then discusses some further investment themes and holdings, some CDO trading positions and then closes with the outlook for 2025.
10 Books To Read Before Buying Your Next Stock
Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.
The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.
Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.